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Interactive Brokers
IBKR

Overview Fund Activity

701 hedge funds and large institutions have $16.9B invested in Interactive Brokers in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 226 increasing their positions, 235 reducing their positions, and 38 closing their positions.

Holders
701
Holders Change
+120
Holders Change %
+20.65%
% of All Funds
9.34%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.4%
New
166
Increased
226
Reduced
235
Closed
38
Calls
$316M
Puts
$257M
Net Calls
+$58.7M
Net Calls Change
+$72.5M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$264M
2
Bank of America
2
Bank of America
North Carolina
$413M
3
BlackRock
3
BlackRock
New York
$1.83B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$90.7M
5
FFM
5
Fullerton Fund Management
Singapore
$69.1M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$327M
2
OAG
2
Orbis Allan Gray
Bermuda
$934M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$90.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$45.5M
5
ABI
5
Abrams Bison Investments
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
451
Landscape Capital Management
New Jersey
$417K +$42.6K +964 +11%
BCWM
452
Bartlett & Co Wealth Management
Ohio
$417K – – –
TWM
453
Thrive Wealth Management
Pennsylvania
$393K -$17.1K -388 -4%
IA
454
IFP Advisors
Florida
$390K -$34K -768 -8%
PFG
455
Putney Financial Group
California
$390K +$390K +8,828 New
UFF
456
USA Financial Formulas
Michigan
$389K +$389K +8,804 New
ACH
457
ArrowMark Colorado Holdings
Colorado
$389K – – –
LAM
458
Lifestyle Asset Management
Texas
$387K -$56.7K -1,284 -13%
CIA
459
Concurrent Investment Advisors
Florida
$386K -$25.8K -584 -6%
Focus Partners Wealth
460
Focus Partners Wealth
Massachusetts
$385K +$385K +8,724 New
PCM
461
Park Capital Management
Wisconsin
$385K +$385K +8,708 New
CA
462
Clearstead Advisors
Ohio
$384K -$3K -68 -0.8%
EC
463
EntryPoint Capital
New York
$384K -$155K -3,508 -29%
PAS
464
Park Avenue Securities
New York
$379K +$119K +2,704 +46%
FHA
465
Flagship Harbor Advisors
Massachusetts
$374K +$30K +680 +9%
WHC
466
Wulff, Hansen & Co
California
$371K +$107K +2,420 +40%
RWM
467
Revisor Wealth Management
Ohio
$370K -$413K -9,212 -53%
WEG
468
World Equity Group
Illinois
$366K +$366K +8,288 New
Lido Advisors
469
Lido Advisors
California
$356K +$72.8K +1,648 +26%
SI
470
Stephens Inc
Arkansas
$355K -$10.6K -240 -3%
PA
471
Pinnacle Associates
New York
$347K +$347K +7,848 New
1WA
472
180 Wealth Advisors
Washington
$345K -$7.07K -160 -2%
GM
473
GeoWealth Management
Illinois
$344K -$69.4K -1,572 -17%
ATPW
474
Ashton Thomas Private Wealth
Arizona
$343K +$343K +7,756 New
FPAS
475
Focus Partners Advisor Solutions
Missouri
$341K +$341K +7,716 New
17 18
19
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